Add a Buyer to my Purchase Plus account

In this section, we will show you how to add a Buyer to your Purchase Plus account, who you can assign a Catalogue.

To add a new Buyer to your Purchase Plus account, please follow the below steps.

1. In [Customers]→[My Customers] click the green [+ Purchaser] icon.

 


2. In the pop-up window, search for your new Buyer in the [Purchaser] drop-down.

The [Purchaser number] field is not compulsory, but can be used to input the Buyer's account number.

Tick the [Enabled] checkbox. If you do not tick this checkbox, the Buyer will not be enabled on your account.

Click the [Save] icon.

 

The Buyer has now been added to your Purchase Plus account.

 

(Note - Before a buyer can start purchasing from you, you will need to add them to a Catalogue. Please check out our Add a Buyer to a Catalogue article for steps to follow).